Quantum Financial Planning Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Quantum Financial Planning Services’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$219K	Sell	948 -32	-3%	-$7.81K	0.06%	50
2026 Q2	$238K	Buy	+980	New	+$228K	0.07%	52

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Quantum Financial Planning Services's VBR Position: Q3 2026 in Review

Quantum Financial Planning Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.3% in Q3 2026, selling an estimated $7.81K and leaving 948 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #50.

Quantum Financial Planning Services first reported a position in VBR in Q2 2026 and has held it in 2 quarters since. The position peaked at $238K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Quantum Financial Planning Services held 948 shares of Vanguard Morningstar Small-Cap Value ETF worth $219K as of Q3 2026.
Quantum Financial Planning Services sold 32 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $7.81K.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Quantum Financial Planning Services's portfolio in Q3 2026, its #50 holding.
Quantum Financial Planning Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
Quantum Financial Planning Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $238K in Q2 2026.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.